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Catherine Avery Investment Management’s Waste Management WM Stock Holding History

Catherine Avery Investment Management’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156K Hold
700
– – 0.07% 58
2026
Q1 		$161K Hold
700
– – 0.07% 52
2025
Q4 		$154K Hold
700
– – 0.09% 55
2025
Q3 		$155K Sell
700
-50
-7% -$11.3K 0.1% 52
2025
Q2 		$172K Hold
750
– – 0.13% 50
2025
Q1 		$174K Hold
750
– – 0.16% 47
2024
Q4 		$151K Buy
+750
New +$161K 0.13% 48

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Catherine Avery Investment Management's WM Position: Q2 2026 in Review

Catherine Avery Investment Management held its Waste Management (WM) position steady in Q2 2026 at 700 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #58.

Catherine Avery Investment Management first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $174K in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Catherine Avery Investment Management held 700 shares of Waste Management worth $156K as of Q2 2026.
  • Catherine Avery Investment Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.07% of Catherine Avery Investment Management's portfolio in Q2 2026, its #58 holding.
  • Catherine Avery Investment Management first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Waste Management position peaked at $174K in Q1 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.